Private Client Archives

Search
(941) 556-9004
Client Login

Services
About
Insights
Tools

CONTACT AN ADVISOR

CONTACT US

Services
About
Insights
Tools

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

(941) 556-9004

One North Tuttle Ave

Suite 1

Sarasota, FL 34237

About

Why Us?
Our Team
Our Community
Our Concierge Approach
Testimonials
Accolades
Frequently Asked Questions

Services

Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Private Client Services
How Does Your Advisor Stack Up?

Insights

Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News

Client Login Client Summary

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

AdvisorHub Women Advisors to Watch: Awarded to Karin Grablin for 2026. Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years experience, $80m minimum AUM, a clean regulatory record, and 2 years at their current firm and in good standing. Advisors were ranked by 1) Scale: relative size of assets, production and quality of service 2) Growth: relative year-over-year change in assets, clients and production 3) Professionalism: regulatory record, community involvement, mentorship and team makeup. This ranking is free, and AdvisorHub receives no compensation from the participating advisors. Receiving this award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

AdvisorHub 1,000 Advisors to Watch: Awarded to Karin Grablin and Steve Martin for 2026. Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years experience, $150m minimum AUM, a clean regulatory record, and 2 years at their current firm and in good standing. Advisors were ranked by 1) Scale: relative size of assets, production and quality of service 2) Growth: relative year-over-year change in assets, clients and production 3) Professionalism: regulatory record, community involvement, mentorship and team makeup. This ranking is free, and AdvisorHub receives no compensation from the participating advisors. Receiving this award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

The Five Star Wealth Manager award awarded to Karin Grablin and Steve Martin: 2015-2025, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Additional information about CWM, LLC and our advisors is also available online at https://www.adviserinfo.sec.gov or http://brokercheck.finra.org/ . You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

Carson Privacy Policy Terms of Use

Copyright 2026 CWM, LLC. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.